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Success Plan

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Photo of Angela McKay
Success Plan Templates - Ability to change success plan type or copy to another type
Is there a way to apply a Success Plan template to multiple Success plan types? Or even change the type after added? I am finding it diff...
  • 1 me too
  • 0 replies
  • Question
Photo of Jeffrey Coleman
Sort a report by multiple columns
I'm running a report against an MDA object. Two key columns are the account name, and then the date for the specific data point. I can s...
  • 21 me toos
  • 11 replies
  • Idea
  • Under Consideration
Photo of OmniRobin
Customer Scheduling Portal For Ad Hoc Communication
I would love for Gainsight to add a module that will allow the customer to schedule Ad Hoc calls with their CSM or TAM, much like the Med...
  • 3 me toos
  • 1 reply
  • Idea
Photo of Emily McInerney
Update templates of Success Plans after they are active/in use
Would love to be able to make updates to Success Plan templates after they have already been applied and made active by the CSMs. We rece...
  • 2 me toos
  • 0 replies
  • Idea
Photo of Cameron Wright
Success Plan Status ~ Variants
I have a customer that would like to be able to add custom status's to the Success Plan Status Field. The current options are Active, Dra...
  • 7 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Jordan Clark
Ability to Report on Weblinks
The ability to report on Success Plan weblinks that have been shared with contacts would allow us to track engagement from clients who ar...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Spencer Engel
Make Gantt Chart created and end dates more flexible
First off, I love the Gantt Chart feature and think it will be immensely helpful. I also know that feature is in Beta right now, so if my...
  • 60 me toos
  • 15 replies
  • Idea
  • Under Consideration
Photo of Jessie Brainerd
Generate Success Plan Link to Share
It would be a great enhancement to be able to generate a link to a Success Plan from within the app, that could be shared directly by the...
  • 5 me toos
  • 2 replies
  • Idea
Photo of Spencer Engel
Allow drag and drop functionality for Success Plan tasks and objectives
As more and more customers are using Success Plans to manage projects, I think it would be cool and user-friendly if we considered adding...
  • 3 me toos
  • 3 replies
  • Idea
Photo of Amanda Neil
Ability to share the Gantt chart with customer as a consolidated view
Would like to have the ability to configure and share out the Success Plan Gantt chart in a consolidated view so customers do not see the...
  • 4 me toos
  • 1 reply
  • Idea
Photo of Shiv Kumar Katiyar
[Request] Ability to migrate "Load to Success Plan" rules via X org migration utility.
I know that we can migrate bionic rules via X org migration utility but currently we cannot migrate success plan rules via this utility. ...
  • 2 me toos
  • 1 reply
  • Idea
  • Under Consideration
Photo of Erik Chase
Success Plan Dates
It would really be useful to be able to set a future start date for a CTA within a success plan.  I'm trying to mimic a "Gantt Chart" of ...
  • 3 me toos
  • 1 reply
  • Idea
Photo of Faust Belarmino
Access to Editable Field on the Plan Info Section
I configured a field on the Plan Info tab to be editable. However, I found that some CSMs can edit that field and some CAN'T. Is there an...
  • 2 me toos
  • 2 replies
  • Question
  • Answered
Photo of Theresa Lucius
Assign Reason Codes to Success Plans for filtering/reporting on dashboards and in Cockpit
Given the volume and nature of our CTA's, our CSM's prefer to group them by "Reason Code" in Cockpit so they can quickly focus on CTA's b...
  • 1 me too
  • 1 reply
  • Idea
Photo of Amanda Neil
Color option for the Success Plan Objectives
Currently there is no way to identify a High (Red), Medium (Yellow), or Low (Green) color for the success plan objectives.  It would be n...
  • 3 me toos
  • 2 replies
  • Idea